See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $118,171 | $133,958-11.8% | $112,228+5.3% | $134,475-12.1% |
| Participation rate | 88.9% | 78.6%+10.3pp | 75.1%+13.8pp | 81.2%+7.7pp |
| Annual return | -10.87% | 47.11%-58.0pp | 27.45%-38.3pp | 417.96%-428.8pp |
| Employer contribution / active EE | $15,905 | $4,038+293.9% | $3,635+337.6% | $4,740+235.6% |
| Participant deferral / active EE | $12,683 | $5,291+139.7% | $4,728+168.3% | $6,400+98.2% |
| Admin fee / account holder | $1,596 | $7,489-78.7% | $6,410-75.1% | $11,426-86.0% |